WorkComing from Housecall Pro

Leaving Housecall Pro? Bring everything with you.

Your customers, jobs, quotes, invoices with what’s been paid, and your price list come over. CSV or Excel, several files at once, each linked to the right customer, and never added twice.

Apply for a founder spot How to download your files

Comes over:CustomersJobsQuotesInvoices, with what’s been paidYour price list

Customers: 12 on file, with balances and plan members marked

The import screen: 6 new customers to add, 1 already here

Where things are

Housecall Pro’s screens, and where they are in ohelloo Work

Most of what you did in Housecall Pro is in the same place in Work. The biggest difference: a job and its invoice are two things here, so you can bill part of a job, or bill later.

In Housecall Pro: CustomersCustomersMore → Customers on the phone

In Housecall Pro: JobsJobsOn the Schedule

In Housecall Pro: Dispatch boardScheduleDrag and drop, with each tech’s day on the map

In Housecall Pro: EstimatesQuotesQuotes and invoices

In Housecall Pro: Invoice (on the job)InvoiceQuotes and invoices; “Make the invoice now?” when a job is done

In Housecall Pro: Price bookPrice listSettings → Price list

In Housecall Pro: Service plansMaintenance plansSettings → Maintenance plans

In Housecall Pro: Online bookingBooking pageSettings → Online booking and payments

In Housecall Pro: InboxMessagesThe speech bubble on Home

In Housecall Pro: Time trackingTimesheetIts own tab

In Housecall Pro: ReportingNumbersMore → Numbers

Works the same

What you use in Housecall Pro works the same way here

Estimates with options (good, better, best)
Card and bank payments, and paying over time
Maintenance plans with member prices
On-my-way texts
Job photos, notes and checklists
Review requests after a job

New in ohelloo Work

Included, not add-ons

Part of the one price for your whole team. No add-on menu.

Weather check-insAfter hail, a freeze or high wind where your customers live, a text is ready asking if they’re okay, with a link to book. Your trade decides which weather counts.

Storm modeOne switch puts urgent jobs first on your booking page and phone assistant when a storm hits.

The day on a mapGoogle drive times between jobs, the best order, and a warning when two jobs are too close together.

AI receptionistAnswers when you can’t, books the visit or takes a message, and texts you the urgent ones.

Who’s comingThe “on my way” text has the tech’s name and photo and a live arrival time.

Repeat visits booked aheadWeekly, monthly or yearly visits go on the schedule eight weeks out, so nothing is forgotten.

Timesheets to payrollClock in on Home, approve the hours, download the file your payroll company takes.

Profit per jobWhat each job cost you in time and parts next to what you charged.

Bring everything over

How to download your files from Housecall Pro

Download these from Housecall Pro, then pick them all at once in ohelloo Work.

CustomersCustomers → Actions (or More) → Export (Download customer list) → Send file. It’s emailed to you. Only admins can.
JobsJobs → Actions → Export → Send file. Or: on the dashboard, See all jobs → set the dates from your first job to today → tick every column → the Excel button. Each job’s invoice, what’s been paid and what’s still due come with it.
QuotesOn the dashboard, See all estimates → set the dates from your first one to today → tick every column → the Excel button.
Price list itemsHousecall Pro has no button for the price book: ask their support for it, or add yours in Settings → Price list (or load the starter one).
Then, in ohelloo WorkOpen Customers and tap Bring your data over. Pick all your files at once: each one is linked to the right customer, anyone already there is skipped, and you see what will be added before anything is.

Good to know

Housecall Pro has no button to download your price list. That’s why the last file is a request to their support, or a few minutes in Settings → Price list.
Excel files are read on the website, on a computer. On the phone, pick CSV files.
Menus move now and then. If you can’t find one, ask Housecall Pro’s support for a full export of your data: it’s yours. Keep Housecall Pro until everything is here.

Rather not do it yourself?Founders get it done for them. Send us your files and we move everything over, then check it with you.

Coming from somewhere else?

The price

Free to start. The whole crew from $79 a month.

The same three plans for every business. Every paid plan has the whole app for your whole crew, with no charge per person, month to month and the first 14 days free.